--- title: Workflow Summit July 2024 --- [Go Back Up](https://landingpage.financial-cents.com/workflow-summit-july-2024#top) [Skip to Content](https://landingpage.financial-cents.com/workflow-summit-july-2024#body) [![FC-inline-Aug-09-2023-01-13-36-7191-PM](https://landingpage.financial-cents.com/hs-fs/hubfs/FC-inline-Aug-09-2023-01-13-36-7191-PM.png?width=221&height=35&name=FC-inline-Aug-09-2023-01-13-36-7191-PM.png "FC-inline-Aug-09-2023-01-13-36-7191-PM")](https://www.financial-cents.com) Theme       [W](https://landingpage.financial-cents.com/workflow-summit-july-2024#what-to-expect)hy Attend       [Speakers       ](https://landingpage.financial-cents.com/workflow-summit-july-2024#speakers)[Agenda](https://landingpage.financial-cents.com/workflow-summit-july-2024#agenda)       FAQs [Register](https://landingpage.financial-cents.com/workflow-summit-july-2024#workflowcon-form) ![video-summit](https://landingpage.financial-cents.com/hs-fs/hubfs/video-summit.png?width=862&height=937&name=video-summit.png) × Open video transcript in new window. Financial Cents Presents # Accounting Workflow Automation: Key to Boosting Firm Productivity Unlock the secrets to maximizing your firm's efficiency and productivity through automation at our virtual, one-day summit. ***Only 600 spots available.*** [Register Now](https://landingpage.financial-cents.com/workflow-summit-july-2024#workflowcon-form) [View Agenda](https://landingpage.financial-cents.com/workflow-summit-july-2024#agenda) [Next Section](https://landingpage.financial-cents.com/workflow-summit-july-2024#main) 📍 100% Virtual 📆 July 9, 2024 🕒 10am - 5pm EDT ![left-2](https://landingpage.financial-cents.com/hs-fs/hubfs/left-2.png?width=388&height=430&name=left-2.png) Boost Productivity ## Transform Your Firm with Workflow Automation Are you ready to transform your accounting or bookkeeping firm with cutting-edge workflow automation techniques? Join us for the Financial Cents Virtual Workflow Summit, a one-day multi-session event designed to help you set up, manage, and maximize your workflows. This is your chance to learn from industry experts and engage in hands-on workshops that will revolutionize your firm's productivity. [Register Now](https://landingpage.financial-cents.com/workflow-summit-july-2024#workflowcon-form) --- ![right-1](https://landingpage.financial-cents.com/hs-fs/hubfs/right-1.png?width=388&height=430&name=right-1.png) don't miss out ## Why attend? Automation is more than a trend; it's a game-changer. As AI continues to evolve, understanding and implementing workflow automation **WILL** set your firm apart. This summit is your opportunity to stay ahead of the curve, optimize your workflows, and discover our latest automation features. ***Limited Availability:** Only 600 spots are available! Don’t miss out—register now to secure your place.* ## Speakers *Main sessions* ![kellie-2](https://landingpage.financial-cents.com/hs-fs/hubfs/kellie-2.png?width=250&height=250&name=kellie-2.png "kellie-2") Kellie Parks, CPB *Calmwaters Cloud Accounting* [![linkedin-in](https://landingpage.financial-cents.com/hs-fs/hubfs/linkedin-in.png?width=15&height=17&name=linkedin-in.png "linkedin-in")](https://www.linkedin.com/in/kellie-parks/) ![Heather](https://landingpage.financial-cents.com/hs-fs/hubfs/Heather.png?width=250&height=250&name=Heather.png "Heather") Heather Satterley, CPA *Woodward* [![linkedin-in](https://landingpage.financial-cents.com/hs-fs/hubfs/linkedin-in.png?width=15&height=17&name=linkedin-in.png "linkedin-in")](https://www.linkedin.com/in/heathersatterley/) ![courtney](https://landingpage.financial-cents.com/hs-fs/hubfs/courtney.png?width=250&height=250&name=courtney.png "courtney") ***Courtney McKay*** *Software Automations* [![linkedin-in](https://landingpage.financial-cents.com/hs-fs/hubfs/linkedin-in.png?width=15&height=17&name=linkedin-in.png "linkedin-in")](https://www.linkedin.com/in/courtney-mckay/) ![Mark](https://landingpage.financial-cents.com/hs-fs/hubfs/Mark.png?width=250&height=250&name=Mark.png "Mark") ***Mark Wickersham*** *FCA* [![linkedin-in](https://landingpage.financial-cents.com/hs-fs/hubfs/linkedin-in.png?width=15&height=17&name=linkedin-in.png "linkedin-in")](https://www.linkedin.com/in/markwickersham1/) --- *Breakout session moderators* ![Joelle-1](https://landingpage.financial-cents.com/hs-fs/hubfs/Joelle-1.png?width=180&height=180&name=Joelle-1.png "Joelle-1") ***Joelle Kindret*** *KinCollective* ![Alexis](https://landingpage.financial-cents.com/hs-fs/hubfs/Alexis.png?width=180&height=180&name=Alexis.png "Alexis") **Alexis Sadler** *Accounting Therapy* ![stacey](https://landingpage.financial-cents.com/hs-fs/hubfs/stacey.png?width=180&height=180&name=stacey.png "stacey") ***Stacey Feldman, CPA*** *Full Send Finance* ![shahram-1](https://landingpage.financial-cents.com/hs-fs/hubfs/shahram-1.png?width=180&height=180&name=shahram-1.png "shahram-1") ***Shahram Zarshenas*** *Financial Cents* ![George-1](https://landingpage.financial-cents.com/hs-fs/hubfs/George-1.png?width=180&height=180&name=George-1.png "George-1") ***George Abdelmessih*** *Financial Cents* ![will](https://landingpage.financial-cents.com/hs-fs/hubfs/will.png?width=180&height=180&name=will.png "will") ***Will Madrid*** *Financial Cents* ![kasey](https://landingpage.financial-cents.com/hs-fs/hubfs/kasey.png?width=180&height=180&name=kasey.png "kasey") ***Kasey Cunningham*** *Financial Cents* ## Agenda Not for Financial Cents users only. All are welcome to join! \*All times are in EDT. - Morning Sessions - Afternoon Sessions 1. 10.00am 10.45am ## Setting Up Workflows and Processes, Pre-Automation  Read more > **Speaker: Kellie Parks, CPB, Calmwaters Cloud Accounting  ** Learn how to lay the foundation for automation by setting up robust accounting processes and workflows. 2. 10.45am 11.15am ## Breakout Sessions  Read more > Let’s Create a Few Basic Workflow Processes Together - **Alexis Sadler** 3. 11.15am 12.00pm ## Accounting Workflow Automation Basics for Beginners Read more > **Speaker: Heather Satterley, CPA, Woodward  ** Discover the tools, strategies, and best practices for starting your journey into accounting workflow automation. 4. 12.00pm 12.30pm ## Breakout Sessions Read more > How to Recognize Automation Opportunities in Your Workflow **- Stacey Feldman**   Why and How to Set Up Emails Triggered by Tasks in Financial Cents + Other Features **- Kasey Cunningham**   How to “Auto-Nag” Clients to Get the Documents You Need with Financial Cents’ Client Reminders **- George Abdelmessih**   Why and How to Use Task Dependencies in Financial Cents **- Will Madrid** 5. 12.30pm 1.00pm ## Break 1. 1.00pm 1.45pm ## How to Streamline Your Accounting Workflow Automation Tech Stack with Zapier Read more > **Speaker: Courtney McKay, AM Software Automations ** Learn how to integrate Zapier with your existing tools to automate and streamline your workflows. 2. 1.45pm 2.15pm ## Breakout Sessions Read more > Let’s Set Up a Few Zaps Together from End to End: Onboarding (Staff, Client), Document Collection, etc. **- Joelle Kindret**   10 Ways to Automate Your Processes with the Financial Cents and Zapier Integration **- Shahram Zarshenas** 3. 2.15pm 3.00pm ## Why and How to Use GenAI Tools like ChatGPT to Automate Accounting Workflows Read more > **Speaker: Mark Wickersham, FCA ** Explore the power of GenAI tools and learn how to leverage ChatGPT to enhance your workflow automation. 4. 3.00pm 3.30pm ## Breakout Sessions Read more > Create Hundreds of Workflow Checklist Templates with ChatGPT in Financial Cents **- Shahram Zarshenas**   Write and Save Client Emails That Sound Like You with ChatGPT in Financial Cents **- Will Madrid** 5. 3.30pm 4.00pm ## Break 6. 4.00pm 5.00pm ## Closing Session Panel Discussion & QA Read more > **Speakers: Kellie Parks, Heather Satterley, and Courtney McKay  ** Engage with our panel of experts, ask your burning questions, and get personalized advice on implementing workflow automation in your firm. ## Save your spot for the Virtual Workflow Summit 2024 Don’t miss your chance to be part of this transformative event. With only 600 spots available, register now to secure your place and take the first step towards a more efficient, productive, and profitable firm. [Register Now](https://landingpage.financial-cents.com/workflow-summit-july-2024#workflowcon-form) ![circle-img](https://landingpage.financial-cents.com/hs-fs/hubfs/circle-img.png?width=360&height=360&name=circle-img.png "circle-img") YOU MAY NEED TO KNOW ## Frequently Asked Questions What is the Financial Cents Virtual Workflow Summit? The summit is a one-day virtual event featuring multiple sessions on setting up, managing, and maximizing accounting workflows. It includes practical workshops and breakout sessions tailored to firm size, automation stage, and specific processes. The Summit is different from our signature, annual conference - WorkflowCon scheduled for October 22 and 23, 2024. [Pre-register here](https://workflowcon.com/) Who should attend? The event is designed for accounting and bookkeeping firm owners and employees looking to improve their workflows and adopt automation technologies. How do I join the summit? The summit will be hosted on Airmeet. After registering, you will receive a confirmation email with details on how to join the virtual event. What will I learn? You’ll learn how to set up workflows, identify automation opportunities, integrate tools like Zapier and ChatGPT, and optimize your workflow management with Financial Cents. Why should I attend? By attending, you'll gain valuable insights from industry experts, engage in practical workshops, and discover the latest automation features to boost your firm’s productivity. Don’t Wait – Register Now! Take the first step towards transforming your firm with workflow automation. Reserve your spot today and join us on July 9, 2024, for an event that will change the way you work.   How do I find out additional information? For any questions or additional information, please contact us at marketing@financial-cents.com ## Register now to save your free spot Secure your spot at the Financial Cents Virtual Workflow Summit and unlock the secrets to maximizing your firm's efficiency and productivity through automation. Limited spots available—register now!